Create Ascora Quotations from Outlook Requests
Move pricing requests from inbox to a ready quotation while the details are fresh.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
Why this helps
Quote requests get buried in busy inboxes and require repeated copying into job software.
- Respond to pricing requests faster
- Capture requests before they are forgotten
- Reduce manual retyping
Setup
Build it in a few focused steps.
- 1Connect Outlook and Ascora in the Notis portal once.
- 2Create an automation that asks Notis to create an Ascora quotation from each relevant new Outlook message.
- 3Pick New Outlook Message as the trigger.
- 4Choose a report channel for quotation results and exceptions.
- 5Test with one genuine quote request.
Questions about this workflow
Will Notis invent prices?
Tell the prompt to use only pricing details present in the email or available in Ascora, and flag missing information.
Can I review the quotation afterward?
Yes. The run report can include the created quotation details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Ascora. A trigger fires from one place; an action lands in another.
Outlook triggers
Ascora actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Customer
Tool to delete a specific customer by id. use when you need to remove a customer after confirming its existence.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Quotation
Tool to create a new quotation. use when submitting a customer quote request via the ascora api.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Customer
Tool to delete a specific customer by id. use after confirming the customer exists.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Get Customers
Tool to retrieve a list of customers. use after authenticating with your api key.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Get Jobs
Tool to retrieve jobs. use when you need to filter and paginate job listings from ascora.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Connect any two apps with Notis in the middle.
Outlook and Ascora, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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